Ubuntu Server Installation

Prerequisites

System Requirements

Ubuntu Server (22.04 LTS or later recommended)
Minimum 0.5GB RAM
Clean installation recommended

Domain and DNS Setup (Required)

Cloudflare Account Setup
- Create a Cloudflare account if you don't have one
- Add your domain to Cloudflare
- Update your domain's nameservers to Cloudflare's nameservers
DNS Configuration
- Add an A record pointing to your server's IP address
  Type: A Name: yourdomain.com Content: YOUR_SERVER_IP Proxy status: Proxied
- Add a CNAME record for the domain (optional). Not required for sub.yourdomain.com
  Type: CNAME Name: www Content: yourdomain.com Proxy status: Proxied
SSL/TLS Configuration in Cloudflare
- Go to SSL/TLS section
- Set encryption mode to "Full (strict)"

Broker Setup (Required)

Obtain your broker's API credentials as per the openalgo documentation:
- API Key
- API Secret
Prepare the Redirection URL as per your domain name and broker name

# Example - domain name is yourdomain.com and broker is zerodha

https://yourdomain.com/zerodha/callback

# Example - domain name is sub.yourdomain.com and broker is angel

https://sub.yourdomain.com/angel/callback

# Connect to your Ubuntu server via SSH
# example ssh [email protected]

ssh user@your_server_ip

Installation Steps

1. Download Installation Script

# Create a directory for installation
mkdir -p ~/openalgo-install
cd ~/openalgo-install

# Download the installation script
wget https://raw.githubusercontent.com/marketcalls/openalgo/main/install/install.sh

# Make the script executable
chmod +x install.sh

2. Run Installation Script

# Execute the installation script
sudo ./install.sh

The script will interactively prompt you for:

Your domain name (supports both root domains and subdomains)
Broker selection
Broker API credentials

The installation process will:

Install required packages
Configure Nginx with SSL
Set up the OpenAlgo application
Create systemd service with unique name based on domain and broker
Generate installation logs in the logs directory

Multi-Domain Deployment

The installation script supports deploying multiple instances on the same server:

Each deployment gets a unique service name (e.g., openalgo-yourdomain-broker)
Separate configuration files and directories for each deployment
Individual log files for each installation in the logs directory
Independent SSL certificates for each domain
Isolated Python virtual environments

Example of running multiple deployments:

# First deployment
sudo ./install.sh
# Enter domain: trading1.yourdomain.com
# Enter broker: fyers

# Second deployment
sudo ./install.sh
# Enter domain: trading2.yourdomain.com
# Enter broker: zerodha

Each deployment will:

Have its own systemd service
Use separate configuration files
Store logs in unique timestamped files
Run independently of other deployments

3. Verify Installation

After installation completes, verify each deployment:

Check Service Status

# Example for Fyers deployment
sudo systemctl status openalgo-fyers-yourdomain-fyers

# Example for Zerodha deployment
sudo systemctl status openalgo-zerodha-yourdomain-zerodha

Verify Nginx Configuration

# Test overall Nginx configuration
sudo nginx -t

# Check specific site configurations
ls -l /etc/nginx/sites-enabled/
cat /etc/nginx/sites-enabled/fyers.yourdomain.com
cat /etc/nginx/sites-enabled/zerodha.yourdomain.com

Access Web Interfaces Test each deployment in your web browser:
```
https://fyers.yourdomain.com
https://zerodha.yourdomain.com
```

Check Installation Logs

# View the installation log for your deployment
cat install/logs/install_YYYYMMDD_HHMMSS.log

Troubleshooting

Common Issues

SSL Certificate Issues

# Check Certbot logs
sudo journalctl -u certbot

# Example: Manually run certificate installation for trading.yourdomain.com
sudo certbot --nginx -d trading.yourdomain.com

# Example: Manually run certificate installation for multiple subdomains
sudo certbot --nginx -d fyers.yourdomain.com -d zerodha.yourdomain.com

Application Not Starting Example scenario: Managing multiple broker deployments

# Example 1: Fyers deployment on fyers.yourdomain.com
sudo journalctl -u openalgo-fyers-yourdomain-fyers    # View logs
sudo systemctl restart openalgo-fyers-yourdomain-fyers # Restart service

# Example 2: Zerodha deployment on zerodha.yourdomain.com
sudo journalctl -u openalgo-zerodha-yourdomain-zerodha # View logs
sudo systemctl restart openalgo-zerodha-yourdomain-zerodha # Restart service

Nginx Issues

# Check Nginx error logs for all deployments
sudo tail -f /var/log/nginx/error.log

# Check access logs for specific domains
sudo tail -f /var/log/nginx/fyers.yourdomain.com.access.log
sudo tail -f /var/log/nginx/zerodha.yourdomain.com.access.log

Installation Logs Example: Checking installation logs for multiple deployments

# List all installation logs
ls -l install/logs/

# View latest installation log
cat install/logs/$(ls -t install/logs/ | head -1)

# Example: View specific deployment logs
cat install/logs/install_20240101_120000.log  # Fyers installation
cat install/logs/install_20240101_143000.log  # Zerodha installation

Managing Multiple Deployments

Service Management Examples

# List all OpenAlgo services
systemctl list-units "openalgo-*"

# Example outputs:
# openalgo-fyers-yourdomain-fyers.service    loaded active running
# openalgo-zerodha-yourdomain-zerodha.service loaded active running

# Restart specific deployment
sudo systemctl restart openalgo-fyers-yourdomain-fyers

# Check status of specific deployment
sudo systemctl status openalgo-zerodha-yourdomain-zerodha

Log Management Examples

# View real-time logs for Fyers deployment
sudo journalctl -f -u openalgo-fyers-yourdomain-fyers

# View last 100 lines of Zerodha deployment logs
sudo journalctl -n 100 -u openalgo-zerodha-yourdomain-zerodha

# View logs since last hour for specific deployment
sudo journalctl --since "1 hour ago" -u openalgo-fyers-yourdomain-fyers

Nginx Configuration Examples

# View Nginx configs for different deployments
sudo nano /etc/nginx/sites-available/fyers.yourdomain.com
sudo nano /etc/nginx/sites-available/zerodha.yourdomain.com

# Test Nginx configuration
sudo nginx -t

# Reload Nginx after config changes
sudo systemctl reload nginx

Installation Directory Examples

# List deployment directories
ls -l /var/python/openalgo-flask/

# Example structure:
# /var/python/openalgo-flask/fyers-yourdomain-fyers/
# /var/python/openalgo-flask/zerodha-yourdomain-zerodha/

# Check specific deployment files
ls -l /var/python/openalgo-flask/fyers-yourdomain-fyers/

Security Notes

Firewall
- The installation configures UFW to allow only HTTP, HTTPS, and SSH
- Additional ports can be opened if needed:
  sudo ufw allow <port_number>
SSL/TLS
- Certificates are automatically renewed by Certbot
- The installation configures modern SSL parameters
- Regular updates are recommended:
```
sudo apt update && sudo apt upgrade -y
```

Post-Installation

Configure your broker settings in the web interface
Set up monitoring and alerts if needed
Regularly check logs for any issues
Keep the system updated with security patches

Support

For issues and support:

Check the GitHub repository
Review the logs using commands provided above
Contact support with relevant log information

Remember to:

Regularly backup your configuration
Monitor system resources
Keep the system updated
Review security best practices

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Last updated 18 days ago